11 дней назад
Customized Portfolio Manager
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Customized Portfolio Manager (Multi-Asset Investment): Managing discretionary portfolios and dedicated funds in Luxembourg with an accent on portfolio construction, regulatory compliance, and tailored investment solutions. Focus on developing model portfolios, sourcing cross-asset ideas, monitoring markets, and communicating investment strategies and results to clients and commercial teams.
Location: Luxembourg, Luxembourg
Company
is a global bank group provid bank, investment, insurance, and pension services.
What you will do
- Manage discretionary portfolios and dedicated funds in line with client needs, investment strategies, regulatory requirements, and operational processes.
- Monitor discretionary accounts in a MiFID II environment and ensure compliance with investment rules, client profiles, and approved investment decisions.
- Draft investment proposals, develop model portfolios, and source new investment ideas and cross-asset solutions.
- Monitor financial markets and contribute to active portfolio management and investment committees.
- Prepare recurr and ad hoc client reports and communicate portfolio strategies and results.
- Support commercial teams with presentations, train, asset-allocation expertise, and multi-asset investment solutions.
Requirements
- Master's degree and 5–7 years of experience in discretionary portfolio management, includ bank mandates, life insurance, or dedicated UCITS/AIF funds.
- Strong multi-asset knowledge and a solid understand of macroeconomics.
- Strong communication skills and the ability to simplify complex investment topics.
- Fluent French and English are required.
- Team spirit, autonomy, a proactive mindset, and the ability to collaborate with investment specialists, commercial teams, and external stakeholders.
Nice to have
- Knowledge of Dutch, German, or Luxembourgish.
- CFA designation.
Culture & Benefits
- Inclusive culture focused on employee development and impact for customers and society.
- Collaboration across investment, commercial, and external stakeholder groups.
- Commitment to diversity, equity, inclusion, and equal employment opportunity.
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